Capillary Technologies India · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
10
Answered directly
90%
Numeric claims
0
Consistency
—
Question ledger
Rishi Junjunwala · Capital
directI think all enterprise software is not equal... we tend to be more a system of record... we are fairly insulated... our pricing is linked to number of transactions... loyalty is very niche... a lot of proprietary data
Rishi Junjunwala · Capital
directwe don't have any exposure to the Medicare and the Medicaid books of business... we've had some major go lives happen on the 1st of Jan this year... member base for the specific customers actually gone up by roughly 50%
Rishi Junjunwala · Capital
directour DNA for Q3 last year versus Q3 this year has gone from about 13 crores to about 19 crores majority of this increase is actually coming from the acquisition that we did in May this year called cognitive
Sri Nasu K. · Research desk
directmost of our customers are fortune 2000 type companies... they tend to run an RFP... once you sign someone up it takes 3 to 7 months to go live... with AI we are able to get into analytics insights... we quite excited about that
Sri Nasu K. · Research desk
directour new order book has gone up from 53 crores to 66 crores in the same period of the 9 months... there's definitely a positive impact of leads and some of these conversations
Sri Nasu K. · Research desk
directwe will obviously monetize this actively but we'll stay in the loyalty space only... out of our 115 customers today we at least have 10 or 15 who are in a P or a post PC type place with IRA now
Hal Sani · Pioner Invest Corp
directit's a subscription model... customers sign up with us for three five more years... it's an annual recurring subscription fee... it's not a GMV model at all
Nikil Chri · Research desk
directthe entire ledger for all the earn and burn... that entire ledger like a bank ends up sitting on our side... the customer profile also is kind of built on us and sits with us
Rohan Npal · Research desk
partial60% of the cost is non COGS which is largely towards tech and product and sales and marketing... this cost is growing at a much lower rate... the EBITDAs have moved from minus 4% to about 12% in FY25 and has continued to improve
Rohan Npal · Research desk
partialIRA is a force multiplier on improving our win rates... we've started experimenting with pricing... it's still early days hopefully in a couple of quarters we'll know the right way to price this
Sumuk · Research desk
directthe primary model tends to be that we will charge you for x number of people to run this program... while ours is more you're buying a software... each program is run by 30 people very people heavy while you can do a lot with software
Sumuk · Research desk
directthe front-end interface... are also extensions that come from the capillary platform... we allow retargeting those customers... there's some amount of targeting you can do on the platform
